For finance: Send $175 recovery offers to flagged clients

Accounts receivable flag delinquent clients, letting balances age and incur overdue fees. Send a $175 settlement offer to flagged accounts so finance recovers balances before fees grow.

Overview

Overdue balances expose finance to growing fees and collection risk while manual outreach misses recovery windows. This workflow sends a $175 settlement offer to flagged clients and logs every outreach in your accounting system, creating a clear audit trail and enabling faster recoveries.

Notable Features

Send targeted $175 settlement emails
Pull contact info from task
Record outreach in accounting system